BREVILLE GROUP LIMITED (BRG)
Share Price Analysis and Chart

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BRG

BRG - BREVILLE GROUP LIMITED

FNArena Sector : Household & Personal Products
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 0.64
Index: ASX200 | ASX300 | ALL-ORDS

Breville is an Australian multinational manufacturer of kitchen products and small electrical appliances. Established in 1932, it became a listed company in 1999.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$27.20

15 Apr
2025

-0.710

OPEN

$27.91

-2.54%

HIGH

$28.03

372,392

LOW

$26.96

TARGET
$37.642 38.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABY . AOV . DSK . MYR . SSG . TRS .
FNARENA'S MARKET CONSENSUS FORECASTS
BRG: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 82.7 92.8 xxx
DPS (cps) xxx 33.0 37.2 xxx
EPS Growth xxx 7.1% 12.2% xxx
DPS Growth xxx 8.2% 12.7% xxx
PE Ratio xxx N/A 28.8 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 39.9% 40.1% xxx

Dividend yield today if purchased 3 years ago: 1.31%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.23

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 12/09 - ex-div 17c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx82.7
DPS All xxxxxxxxxxxxxxx33.0
Sales/Revenue xxxxxxxxxxxxxxx1,530.0 M
Book Value Per Share xxxxxxxxxxxxxxx591.4
Net Operating Cash Flow xxxxxxxxxxxxxxx302.6 M
Net Profit Margin xxxxxxxxxxxxxxx7.75 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx14.65 %
Return on Invested Capital xxxxxxxxxxxxxxx11.81 %
Return on Assets xxxxxxxxxxxxxxx8.73 %
Return on Equity xxxxxxxxxxxxxxx14.65 %
Return on Total Capital xxxxxxxxxxxxxxx17.88 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx232.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx25 M
Long Term Debt xxxxxxxxxxxxxxx131 M
Total Debt xxxxxxxxxxxxxxx156 M
Goodwill - Gross xxxxxxxxxxxxxxx324 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx138 M
Price To Book Value xxxxxxxxxxxxxxx4.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx62.1 M
Capex % of Sales xxxxxxxxxxxxxxx4.06 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,229 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx117 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

12/02/2025

3

Hold

$33.45

22.98%

Breville Group's 1H revenue, earnings (EBIT), and profit were all slight beats against consensus forecasts, with Morgans highlighting good top-line growth across key markets, resilient margins, and a solid capital position.

The Americas, APAC, and EMEA delivered revenue growth of 10.9%, 16.3%, and 15.4%, respectively, compared to the previous corresponding period.

The analysts consider FY25 earnings guidance may prove conservative, but believe the company's near-term growth trajectory is already reflected in the share price.

Target rises to $33.45 from $30.05. Hold maintained.

FORECAST
Morgans forecasts a full year FY25 dividend of 37.00 cents and EPS of 92.90 cents.
Morgans forecasts a full year FY26 dividend of 42.00 cents and EPS of 104.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Goldman Sachs

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

07/04/2025

3

Neutral

$32.10

18.01%

Jarden notes Breville Group confirmed guidance for 5-10% EBIT growth in FY25, noting no material impact from US tariffs. However, beyond FY25, the outlook is uncertain as tariffs on China and Mexico are expected to increase cost of goods sold (COGS).

The broker's estimate is the tariffs will lift COGS by 15%, which would require 20% price increases to offset the impact. There are uncertainties, though, including whether production will be shifted to Mexico, which has lower tariffs.

EPS forecasts for FY25-28 cut by -1-3%.

Neutral rating. Target declines to $32.10 from $32.60.

FORECAST
Jarden forecasts a full year FY25 EPS of 93.40 cents.
Jarden forecasts a full year FY26 EPS of 103.00 cents.

Petra Capital

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

BRG STOCK CHART

FNArena News on BRG

1
Rudi’s View: Best Buys & Conviction Calls On ASX

Apr 10 2025 - Rudi's View
2
Australian Broker Call *Extra* Edition – Apr 09, 2025

Apr 09 2025 - Daily Market Reports
3
Rudi’s View: Share Market Scenarios & Dilemmas

Apr 09 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – Apr 07, 2025

Apr 07 2025 - Daily Market Reports
5
Next Week At A Glance – 7-11 Apr 2025

Apr 04 2025 - Weekly Reports

Latest Household & Personal Products News

1
Breville Group: Brewing Growth Beyond Espresso

Feb 14 2025 - Australia
2
Breville Takes On Trump’s Tariffs

Nov 12 2024 - Australia
3
Breville’s Replacement Cycle Tailwind

Oct 02 2024 - Australia
4
Breville: Struggling

Sep 19 2023 - Technicals
5
Breville: Building Platform For Future Growth

Aug 25 2023 - Australia
6
Shine Comes Off Adore Beauty

Aug 31 2022 - Small Caps
7
BWX: Core Brands, Balance Sheet & Digital For Sale

May 23 2022 - Australia
8
Breville Promises (Lots Of) Growth

Feb 18 2022 - Australia
9
Treasure Chest: BWX Ltd

Nov 26 2021 - Treasure Chest
10
Market Misunderstands Breville’s Strategy

Aug 19 2021 - Australia